Settings and activity
11 results found
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27 votes
An error occurred while saving the comment 
Jeff Gillies
supported this idea
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162 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
Jeff Gillies
supported this idea
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62 votesJeff Gillies
supported this idea
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149 votesJeff Gillies
supported this idea
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An error occurred while saving the comment Jeff Gillies
commented
Adding a lot more placeholder options would save us a lot of time. As well as the new placeholders noted in this idea already, an [Invoice_Date +/1 no. of days) would also be very useful
An error occurred while saving the comment Jeff Gillies
commented
This would be very useful and enable automation and save a lot of time.
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19 votesJeff Gillies
supported this idea
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4 votesJeff Gillies
shared this idea
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298 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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44 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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60 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
Jeff Gillies
supported this idea
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78 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
An error occurred while saving the comment Jeff Gillies
commented
We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.
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14 votes
Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
Jeff Gillies
supported this idea
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An error occurred while saving the comment Jeff Gillies
commented
In addition to the above, it would be good if your could sort the exceptions by date modified as I'm more interested in the exceptions in the period I am reviewing. Alternatively setting a date range to filter the data in the reports to only show data and exceptions in the period specified
Please fix this. It will save everyone involved in preparing and reviewing time for each payment run